PR in the digital age for financial advisors and investment managers

Wasn’t Chelsea just a gawky kid running around the White House? Did this just happen? Chelsea Tweets her birth, Bill and Hillary re-Tweet and post on Facebook and then the AP picks it up? Wire services follow social media, and media savvy grandparents cover the globe with a single Tweet.

Bill Winterberg at FPPad is a media marvel. He does a weekly video show called “Bits & Bytes” that actually makes technology for advisors sound interesting, almost fun. He has a robust YouTube channel with reviews and interviews with advisors and providers. His videos are sharp and fun, with lots of breaks, occasional music and visuals. And he’s comfortable being an occasional goofball – a promo for a tie-a-month club leads his latest “Bits & Bytes” episode – The Top Technology Financial Trends for 2014

In its poll of 400 U.S. advisers, Accenture found that about 48% of financial advisers communicate daily with clients via social networks such as Facebook, Twitter and LinkedIn. Roughly 59% of advisers said they use it to get answers to clients quickly, 58% use it to reach out more to referral sources and 58% use it to keep up-to-date on industry news.

Advisory firms’ social-media strategies need to focus on making digital interactions with clients more meaningful, said Alex Pigliucci, global managing director of Accenture Wealth and Asset Management Services, which provides consulting services to financial firms. For example, advisers need to pay better attention to what clients are posting, tweeting or otherwise putting out into the public domain, he said.

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InfluenceAdvisor is the ideal platform for elite financial advisors, advisory firms and investment managers who want to dramatically increase exposure, grow AUM, and attract top talent. We combine traditional PR with social media and marketing for a full-scale program. We support individual financial advisors who are serious about growing their practice, advisory firms targeting other advisors, and investment managers who offer products and services to advisors, high net worth individuals and institutions.